Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$303K Hold
1,300
0.46% 21
2024
Q2
$274K Hold
1,300
0.43% 21
2024
Q1
$223K Hold
1,300
0.28% 25
2023
Q4
$250K Hold
1,300
0.24% 23
2023
Q3
$223K Sell
1,300
-1
-0.1% -$171 0.25% 18
2023
Q2
$252K Buy
1,301
+1
+0.1% +$194 0.27% 17
2023
Q1
$214K Buy
+1,300
New +$214K 0.24% 17
2022
Q2
Sell
-1,257
Closed -$219K 22
2022
Q1
$219K Buy
+1,257
New +$219K 0.19% 20